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Company:
Sun Life Financial U.S. Services Company, Inc.
Plan:
Sun Advantage Savings and Investment Plan
 

Sun Life Financial U.S. Services Company, Inc.

81 Plan:

 
 
81
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?]
5 additional years of work
Up to $86,200 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

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

 Top 3 Funds in this 401k

1. Vanguard Retirement Savings Trust 19%
2. Vanguard Institutional Index 10%
3. Vanguard Morgan Growth 9%

  Plan Service Providers

Investment Adviser ING
Auditor Deloitte & Touche, LLP

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