Home  >   401k Directory   >   Sun Life Financial Inc.
 
Company:
Sun Life Financial Inc.
Plan:
United States Employees' Sun Advantage Savings and Investment Plan
 

Sun Life Financial Inc.

79 Plan:

 
 
79
9
73
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (79) and the top rated plan (88) could equate to:
[How is this calculated?]
6 additional years of work
Up to $8,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

United States Employees' Sun Advantage Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Investment Menu Quality, and Total Plan Cost. United States Employees' Sun Advantage Savings and Investment Plan currently has over 4,400 active participants and over $256.8M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1 Sun Life Park
Wellesley Hills, MA 02481-5615 
Industry Finance and Insurance
Administrator Robert J. De Clercq
Net Plan Assets $257,000,000
Total Participants 4,400
Avg Account Balance $58,000

 Compare Other Companies in Peer Group

Federated Mutual Insurance Company 73.7
Standard Insurance Company 73.0
Amica Mutual Insurance Company 72.6
Horizon Blue Cross Blue Shield of... 72.1
Blue Cross and Blue Shield of Alabama 70.7
The Guardian Life Insurance... 70.6

 Top 3 Funds in this 401k

1. Vanguard Retirement Savings Trust 19%
2. Vanguard Institutional Index 10%
3. Fidelity Blue Chip Growth 8%

  Plan Service Providers

Auditor Deloitte & Touche, LLP
Consultant ING
Recordkeeper ING

 Comments