Retirement plan

EXELON EMPLOYEE SAVINGS PLAN FOR REPRESENTED EMPLOYEES AT CLINTON

Name: EXELON CORPORATION - EXELON EMPLOYEE SAVINGS PLAN FOR REPRESENTED EMPLOYEES AT CLINTON (2016) Form 5500
Creator: EXELON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXELON EMPLOYEE SAVINGS PLAN FOR REPRESENTED EMPLOYEES AT CLINTON, EXELON CORPORATION

EXELON CORPORATIONEIN 23-2990190Plan #014PY 2016

10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-4107exeloncorp.comLinkedIn10001+ employeesutilities

Other plans on this EIN

10 filings

#002Retirement-$10.73B assets #003Retirement-$7.04B assets #022Retirement-$2.18B assets #004Retirement-$1.84B assets #016Retirement-$1.45B assets #023Retirement-$1.14B assets #013Retirement-$338.8M assets #018Retirement-$309.1M assets #021Retirement-$178.2M assets #012Retirement-$83.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$55.3M

+0.3% from 2015

Total participants

257

-9.8% from 2015

Average account balance

$219,513

+12.2% from 2015

Annual return

4.68%

+6.46 pp from 2015

Benchmarks

See 150 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants100-249

Cohort150 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-98.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

Not enough data

1 years with admin cost on file

Asset composition

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

Not enough data

0 years with F_SCH_H allocation on file

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AON CONSULTING2+ years Service code 16 · EIN 22-2232264	Consulting	$19,496
NORTHWEST PLAN SERVICES, INC.1 year Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931	Consulting	$16,039
FINANCIAL ENGINES1 year Service code 16 · EIN 94-3250323	Consulting	$7,250

Plan features & details

Pension benefit codes2E2G2J2F2K3H3F2S2T

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.
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

$43K

$191 / participant

Contract admin$36K82.2%
Other / not subdivided$8K17.8%

% of EOY assets

0.078%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$219,513

$91,051+141.1%

$88,497+148.0%

$55,167+297.9%

Participation rate

97.8%

79.5%+18.2pp

82.4%+15.4pp

69.0%+28.8pp

Annual return

4.68%

9.63%-4.9pp

7.63%-2.9pp

169.23%-164.5pp

Employer contribution / active EE

$5,354

$3,430+56.1%

$4,036+32.6%

$1,963+172.8%

Participant deferral / active EE

$10,064

$4,954+103.1%

$4,899+105.4%

$3,054+229.5%

Admin fee / account holder

$172

$539-68.1%

$6,220-97.2%

$504-65.9%

Provider

Service type

Compensation

AON CONSULTING2+ years

Service code 16 · EIN 22-2232264

Consulting

$19,496

NORTHWEST PLAN SERVICES, INC.1 year

Filed as: NORTHWEST PLAN SERVICES

Service code 16 · EIN 91-2090931

Consulting

$16,039

FINANCIAL ENGINES1 year

Service code 16 · EIN 94-3250323

Consulting

$7,250

EXELON EMPLOYEE SAVINGS PLAN FOR REPRESENTED EMPLOYEES AT CLINTON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXELON EMPLOYEE SAVINGS PLAN FOR REPRESENTED EMPLOYEES AT CLINTON

Summary metrics

Benchmarksi

Analytics

Service providersi

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