Sun Life Financial U.S. Services Company, Inc.401(k)
SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN · WELLESLEY HILLS, MA · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Sun Life Financial U.S. Services Company, Inc. reported $1,359,003 in plan administrative expenses for 2025: 0.07% of average plan assets, above the peer median. Employer contributions averaged $9,359 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 4 years on file its reported administrative ratio has held roughly steady near 0.071%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other finance & insurance employers. By assets it is the 26th-largest of 2,726 plans among Massachusetts employers on file, and the 98th of 4,798 in finance & insurance. In 2025, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 3,900 to 5,944 since 2022.
Sun Life Financial U.S. Services Company, Inc.'s 2025 employer contribution ran above the $5,084 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 263730703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.