Retirement plan

KOSMOS ENERGY 401(K) PLAN

Name: KOSMOS ENERGY, LLC - KOSMOS ENERGY 401(K) PLAN (2019) 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 2019

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)

$69.7M

+59.3% from 2018

Total participants

352

+35.4% from 2018

Average account balance

$201,432

+17.4% from 2018

Annual return

54.58%

+61.51 pp from 2018

Benchmarks

See 205 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort205 peers

Snapshot2019

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 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$11,448
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	-$29,128

Plan features & details

Pension benefit codes2F2G2J2T3D

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

-$18K

$-64 / participant

Investment mgmt$11K0.0%

% of EOY assets

-0.025%

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

$201,432

$72,658+177.2%

$127,803+57.6%

$67,579+198.1%

Participation rate

97.8%

80.0%+17.9pp

79.0%+18.8pp

71.3%+26.6pp

Annual return

54.58%

26.49%+28.1pp

26.14%+28.4pp

378.56%-324.0pp

Employer contribution / active EE

$15,187

$3,988+280.8%

$4,576+231.9%

$2,148+607.1%

Participant deferral / active EE

$16,340

$5,383+203.5%

$6,023+171.3%

$3,539+361.7%

Admin fee / account holder

-$51

$127-140.2%

$9,399-100.5%

$142-135.9%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$11,448

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$29,128

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