Sun Life Financial U.S. Services Company, Inc.
81
Plan:
41
70
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (81) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
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
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 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Sun Advantage Savings and Investment Plan currently has over 4,000 active participants and over $351.5M in plan assets.
Retirement Plan Details
| Address |
None
Wellesley Hills, MA 02481-5615 |
| Industry | Finance and Insurance |
| Administrator | Robert J. De Clercq |
| Net Plan Assets | $351,000,000 |
| Total Participants | 4,100 |
| Avg Account Balance | $86,000 |
Compare Other Companies in Peer Group
| Lumbermens Mutual Casualty Co. | 81.9 |
| PEMCO Mutual Insurance Company | 80.7 |
| Genworth Financial | 80.6 |
| Ameritas Holding Company | 77.1 |
| Cincinnati Financial | 72.5 |
| Auto-Owners Insurance Company | 58.5 |



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