BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC.

Plan Contact

  • Address: 2700 VIA FORTUNA SUITE 300,AUSTIN,TX
  • Contact person: SPENCER BARCLAY
  • Phone: (512) 225-6013

Plan General Information

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is $23,149,872.00.This plan was established in 2012.

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is 777

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Average Participant Retirement Account Value

In 2016, the average participant retirement account value for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is $29,793.00

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is $6,398.00.

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is approximately $1,582.00
Investing in this additonal $1,582.00 for 20 years would give you extra $101,309.00, assuming a 10% annual return.

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Total Employer Contribution and Match Rate

In 2016, BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. allocates $1,229,956.00 to match its employees' contributions, providing an employer match rate of 49.48% of their contributions

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is 21.46%.

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is 10.92%. This measures the effectiveness of the plan participants' investments in the year.

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. Expense Ratio

In 2016, the investment and administrative expense ratio of BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. is 0.56%.

Enrollment Features

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-NEWGISTICS, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …