| Provider | Service type | Compensation |
|---|---|---|
EXELON BUSINESS SERVICES CO2+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $3,071,799 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $2,003,374 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $827,059 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $678,067 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $461,457 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $310,762 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE TRUST CO Service code 28 · EIN 52-0556948 | Investment Management | $237,229 |
CHICAGO EQUITY PARTNERS2+ years Service code 28 · EIN 36-4338679 | Investment Management | $223,278 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $218,728 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $210,481 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 7.12% | 5.86%+1.3pp | 1.15%+6.0pp | 5.86%+1.3pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $26,339-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |