Retirement plan

KOSMOS ENERGY 401(K) PLAN

Name: KOSMOS ENERGY, LLC - KOSMOS ENERGY 401(K) PLAN (2018) Form 5500
Creator: KOSMOS ENERGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOSMOS ENERGY 401(K) PLAN, KOSMOS ENERGY, LLC

KOSMOS ENERGY, LLCEIN 75-3117910Plan #002PY 2018

8176 PARK LANE, SUITE 500 - DALLAS, TX 75231214-445-9600kosmosenergy.comLinkedIn201-500 employeesoil & energy

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 2, 2017

Plan administrator

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8176 Park Lane, Suite 500

Dallas State: TX Zip Code: 75231

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Plans declared (1)

Kosmos Energy Deferred Compensation Plan12 emp

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Total assets (EOY)

$43.8M

+3.8% from 2017

Total participants

260

+10.2% from 2017

Average account balance

$171,626

-7.2% from 2017

Annual return

-6.92%

-28.79 pp from 2017

Benchmarks

See 302 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort302 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101.36M

Not enough data

1 years with asset history on file

Average account balance

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

$348K

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.

291

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+23.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-8

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	-$26,217

Plan features & details

Pension benefit codes2G2J2T3D2F

Plan features

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

-$22K

$-102 / participant

Investment mgmt$4K0.0%

% of EOY assets

-0.050%

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: ARMANINO, LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,626

$60,396+184.2%

$111,392+54.1%

$56,289+204.9%

Participation rate

97.7%

72.4%+25.3pp

78.9%+18.8pp

69.9%+27.8pp

Annual return

-6.92%

20.26%-27.2pp

-2.06%-4.9pp

-9.96%+3.0pp

Employer contribution / active EE

$12,786

$3,459+269.6%

$4,328+195.4%

$2,111+505.6%

Participant deferral / active EE

$15,040

$4,421+240.2%

$5,567+170.2%

$3,350+349.0%

Admin fee / account holder

-$86

$610-114.1%

$12,266-100.7%

$521-116.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$26,217

KOSMOS ENERGY 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOSMOS ENERGY 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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