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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.

82 Plan:

 
 
82
39
75
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (82) and the top rated plan (90) could equate to:
[How is this calculated?]
7 additional years of work
Up to $21,400 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 82. This plan is 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 3,900 active participants and over $361.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
38
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard Retirement Savings Trust 20%
2. Vanguard Institutional Index 11%
3. Vanguard Morgan Growth 8%

 Retirement Plan Details

Address One Sun Life Park
Wellesley Hills, MA 02481-5615 
Industry Finance and Insurance
Administrator Celeste C. Butler
Net Plan Assets $362,000,000
Total Participants 4,000
Avg Account Balance $92,000

  Plan Service Providers

Investment Adviser ING
Auditor Deloitte & Touche, LLP

 Comments