Plan Ledger DOL Form 5500 · updated monthly

Houghton Mifflin Harcourt Publishing Company401(k)

HOUGHTON MIFFLIN 401(K) SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Houghton Mifflin Harcourt Publishing Company reported $467,289 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $2,901 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 3 years on file its reported administrative ratio has held roughly steady near 0.076%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 94th-largest of 2,726 plans among Massachusetts employers on file, and the 82nd of 2,199 in information & media. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has grown from 2,154 to 2,768 since 2022.

Plan summary
Net assets, end of year$644,193,537
Participants with balances4,727
Active participants2,768
Employer contributions$8,031,346
Employee contributions$26,752,459
Employer contribution per active participant$2,901
Average account balance$136,280
Benefits paid to participants$67,962,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$644.2M · 4,727 accts · $8.0M emplr
2023$583.2M · 5,133 accts · $7.1M emplr
2022$478.7M · 4,411 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$285,761
Investment management$160,207
Audit (IQPA)$19,600
Total administrative$467,289
The Houghton Mifflin Harcourt Publishing Company 401(k) match · 2024
Employer contribution per active participant$2,901
Median for plans this size$4,294
2024$2,901 per active participant
2023$2,440 per active participant
2022$2,571 per active participant

Houghton Mifflin Harcourt Publishing Company's 2024 employer contribution ran below the $4,294 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INST. OPS. CO · Loan processing$283,561
NEPC LLC · Investment advisory (plan)$160,207
CARON & BLETZER PLLC · Accounting / audit$19,600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$467,289 · 0.08%
2023$443,133 · 0.08%
2022$418,942 · 0.08%
Same employer
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Bt Americas Holdings Inc. TX$652.2M · 0.05%
Pixar CA$634.2M · 0.02%
Twilio Inc. CA$628.4M · 0.06%
Bentley Systems, Inc. PA$628.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041456030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.