Retirement plan

EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK

Name: EXELON CORPORATION - EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK (2015) Form 5500
Creator: EXELON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK, EXELON CORPORATION

EXELON CORPORATIONEIN 23-2990190Plan #013PY 2015

10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities

Other plans on this EIN

10 filings

#002Retirement-$10.67B assets #003Retirement-$6.57B assets #004Retirement-$1.69B assets #016Retirement-$1.40B assets #018Retirement-$296.6M assets #021Retirement-$169.4M assets #012Retirement-$78.3M assets #014Retirement-$55.1M assets #005Retirement-$34.7M assets #006Retirement-$2.5M assets

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$305.8M

-9.7% from 2016

Total participants

2,538

+1.4% from 2016

Average account balance

No prior year

Annual return

-0.27%

-5.29 pp from 2016

Benchmarks

See 48 peers

Peer group

Industry22 - Utilities

Plan typeDefined benefit

Participants1,000-4,999

Cohort48 peers

Snapshot2015

Participant deferral / active EE

median $1,137

Employer contribution / active EE

$35,502

median $12,058

Participation rate

0.0%

median 0.0%

Avg account balance

median $14,096,330

Admin fee / account holder

median $66,276

Annual return

-0.27%

median -1.31%

Overall peer rank

79of 100

79th percentileavg across 6 metrics

Analytics

2015 - 2020

Total assets (EOY)

Plan-year ending balance

$519.15M

Average account balance

Total assets / participants with a balance (line 6g)

$192K

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,537

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Contributions (total)

Employer and participant dollars contributed each year

$45.00M

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.09%

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

Service providers

Top 10 of 18 by compensation

Provider	Service type	Compensation
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291	Actuarial	$444,045
AON CONSULTING1+ years Service code 15 · EIN 22-2232264	Recordkeeping	$175,369
EXELON BUSINESS SERVICES CO1+ years Filed as: EXELON BUSINESS SERVICES Service code 14 · EIN 23-3063219	Plan Administrator	$103,532
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860	Securities Custodian	$68,690
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180	Investment Management	$60,901
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307	Investment Management	$27,357
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940	Investment Management	$27,087
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679	Investment Management	$22,742
DODGE & COX1+ years Service code 28 · EIN 94-1441976	Investment Management	$19,227
BOSTON PARTNERS1+ years Service code 28 350 S GRAND AVE SUITE 1550 · LOS ANGELES, CA 90071	Investment Management	$14,687

Enrolled actuary

1 attachment

JUDY M. KRUSE

TOWERS WATSON DELAWARE, INC.

Enrollment #1405907

191 NORTH WACKER DRIVE SUITE 2100

CHICAGO, IL 606061615

(312) 525-2500

Signed 2016-10-07

Plan features & details

Pension benefit codes1A1C3H3F

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
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

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$2.3M

$1551 / participant

Investment mgmt$272K11.9%
Contract admin$307K13.4%
Other / not subdivided$2M74.6%

% of EOY assets

0.748%

all-in expense ratio

Categories reported

2 / 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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,096,330-100.0%

$10,105-100.0%

$14,096,330-100.0%

Participation rate

0.0%

0.0%0pp

11.1%-11.1pp

0.0%0pp

Annual return

-0.27%

-3.37%+3.1pp

16.23%-16.5pp

1.67%-1.9pp

Employer contribution / active EE

$35,502

$15,879+123.6%

$17,605+101.7%

$10,506+237.9%

Participant deferral / active EE

$1,137-100.0%

$237-100.0%

$1,562-100.0%

Admin fee / account holder

$66,276-100.0%

$11-100.0%

$66,276-100.0%

Provider

Service type

Compensation

WILLIS TOWERS WATSON US LLC1+ years

Filed as: TOWERS WATSON DELAWARE INC

Service code 11 · EIN 53-0181291

Actuarial

$444,045

AON CONSULTING1+ years

Service code 15 · EIN 22-2232264

Recordkeeping

$175,369

EXELON BUSINESS SERVICES CO1+ years

Filed as: EXELON BUSINESS SERVICES

Service code 14 · EIN 23-3063219

Plan Administrator

$103,532

NORTHERN TRUST COMPANY1+ years

Filed as: NORTHERN TRUST CORPORATION

Service code 19 · EIN 36-1561860

Securities Custodian

$68,690

BLACKROCK1+ years

Filed as: BLACKROCK INSTITUTIONAL TRUST CO

Service code 28 · EIN 94-3112180

Investment Management

$60,901

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN

Service code 28 · EIN 13-3040307

Investment Management

$27,357

NISA INVESTMENT ADVISORS, LLC1+ years

Filed as: NISA INVESTMENT ADVISORS LLC

Service code 28 · EIN 48-1140940

Investment Management

$27,087

CHICAGO EQUITY PARTNERS1+ years

Service code 28 · EIN 36-4338679

Investment Management

$22,742

DODGE & COX1+ years

Service code 28 · EIN 94-1441976

Investment Management

$19,227

BOSTON PARTNERS1+ years

Service code 28

350 S GRAND AVE SUITE 1550 · LOS ANGELES, CA 90071

Investment Management

$14,687

EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

JUDY M. KRUSE

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

JUDY M. KRUSE

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion