PlanOptica
Retirement plan

PEPCO HOLDINGS INC, RETIREMENT SAVINGS PLAN

EXELON CORPORATION JENNIFER FRANCOEIN 23-2990190Plan #023PY 2017
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10 S DEARBORN ST, 50TH FLOOR - CHICAGO, IL 60603312-394-4107exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
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Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-4107
Plan administrator signer
JENNIFER FRANCO
Signed 10/15/2018
How to read this page

Summary metrics

Total assets (EOY)
$1280.4M
-11.0% from 2017
Total participants
6,313
-0.7% from 2017
Average account balance
$207,326
-10.3% from 2017
Annual return
14.54%
-7.09 pp from 2017

Benchmarks

See 67 peers
Peer group
Industry22 - Utilities
Plan typeDefined contribution
Participants1,000-4,999
Cohort67 peers
Snapshot2017
Participant deferral / active EE
$9,479
median $8,283
Employer contribution / active EE
$2,990
median $3,757
Participation rate
97.0%
median 96.6%
Avg account balance
$207,326
median $172,277
Admin fee / account holder
$154
median $78
Annual return
14.54%
median 16.79%
Overall peer rank
42nd percentileavg across 6 metrics

Analytics

2016 - 2018
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$207K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
6,176
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.0%
Not enough data
2 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$25.62M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-86.34%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 years with F_SCH_H allocation on file

Service providers

Top 1 by compensation
ProviderService typeCompensation
THE VANGUARD GROUP, INC.2+ years
Service code 15 · EIN 23-1945930
Recordkeeping
$950,575

Plan features & details

Pension benefit codes2E2F2G2J2K2O2S2T3F3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$951K
$210 / participant
  • Other / not subdivided$951K100.0%
% of EOY assets
0.074%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
WASHINGTON, PITTMAN & MCKEEVER, LLC
Auditor EIN
364189747
Audit fees
(not subdivided)
Opinion code
Unqualified