Retirement plan

WRI EMPLOYEES 401(K) PLAN

Name: WINGSTOP RESTAURANTS, INC. - WRI EMPLOYEES 401(K) PLAN (2015) Form 5500
Creator: WINGSTOP RESTAURANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WRI EMPLOYEES 401(K) PLAN, WINGSTOP RESTAURANTS, INC.

WINGSTOP RESTAURANTS, INC.EIN 75-2681763Plan #001PY 2015

5501 LBJ FWY, FL 5 - DALLAS, TX 752406225972-331-6698wingstop.comLinkedIn201-500 employeesrestaurants

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.1M

No prior year

Total participants

297

No prior year

Average account balance

$11,578

No prior year

Annual return

12.37%

No prior year

Benchmarks

See 503 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$21K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

941

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$144

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$43,940
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$10,307

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$44K

$169 / participant

Contract admin$44K100.0%

% of EOY assets

1.438%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MONTGOMERY COSCIA GREILICH LLP
Auditor EIN: 752919818
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,578

$44,229-73.8%

$155,789-92.6%

$55,191-79.0%

Participation rate

87.3%

60.8%+26.5pp

76.1%+11.2pp

69.2%+18.1pp

Annual return

12.37%

0.37%+12.0pp

71.54%-59.2pp

10.78%+1.6pp

Employer contribution / active EE

$1,407

$1,317+6.8%

$3,839-63.4%

$1,899-25.9%

Participant deferral / active EE

$2,401

$2,851-15.8%

$4,798-50.0%

$3,046-21.2%

Admin fee / account holder

$166

$86+93.1%

$7,477-97.8%

$91+83.3%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$43,940

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL LLC - RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$10,307

WRI EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WRI EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion