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Insperity 401(k) Plan

Insperity 401(k) PlanInvestment Performance SummaryAS OF JUNE 30, 2021 TickerInvestment Category13 MonthsYTD1 Year3 Year5 Year10 YearSince Inception2 Gross Expense Ratio3 Fixed-Income FundsNY Life Anchor Stable Value Fund-Stable 3-Month T-Bill West Total Return Bond Fund-Intermediate-Term Aggregate Bond Bond Index Fund-Intermediate-Term Aggregate Bond Income Fund4 PIMIXM ultisector Aggregate Bond FundsPIMCO All TIPS 1-10 Year FundsT. Rowe Price Blue Chip Growth Fund-Large-Cap 1000 Growth S&P 500 Index Fund -Large-Cap 500 & Cox Stock FundDODGXL arge-Cap 1000 Value Rowe Price Mid-Cap Growth FundRPTIXMid-Cap Midcap Growth Sycamore Mid-Cap Value FundVEVRXMid-Cap Midcap Value Russell SMID Cap Index Fund -Small-Cap Small Cap Completeness SmallCap Growth HLS FundHISCXS mall-Cap 2000 Growth Small Cap Value FundFSCWXS mall-Cap 2000 Value Funds EuroPacific Growth FundRERGXF oreign Large ACWI Ex. US Global All Cap Index Fund -International ACWI Ex.

Disclaimer: Although the information herein has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness, or fairness. Opinions and estimates may be changed or withdrawn without notice. The information contained in this report should under no circumstances be considered as investment advice or recommendations for the buying or selling of any security or

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Transcription of Insperity 401(k) Plan

1 Insperity 401(k) PlanInvestment Performance SummaryAS OF JUNE 30, 2021 TickerInvestment Category13 MonthsYTD1 Year3 Year5 Year10 YearSince Inception2 Gross Expense Ratio3 Fixed-Income FundsNY Life Anchor Stable Value Fund-Stable 3-Month T-Bill West Total Return Bond Fund-Intermediate-Term Aggregate Bond Bond Index Fund-Intermediate-Term Aggregate Bond Income Fund4 PIMIXM ultisector Aggregate Bond FundsPIMCO All TIPS 1-10 Year FundsT. Rowe Price Blue Chip Growth Fund-Large-Cap 1000 Growth S&P 500 Index Fund -Large-Cap 500 & Cox Stock FundDODGXL arge-Cap 1000 Value Rowe Price Mid-Cap Growth FundRPTIXMid-Cap Midcap Growth Sycamore Mid-Cap Value FundVEVRXMid-Cap Midcap Value Russell SMID Cap Index Fund -Small-Cap Small Cap Completeness SmallCap Growth HLS FundHISCXS mall-Cap 2000 Growth Small Cap Value FundFSCWXS mall-Cap 2000 Value Funds EuroPacific Growth FundRERGXF oreign Large ACWI Ex. US Global All Cap Index Fund -International ACWI Ex.

2 US IMI Index Since inception reflects since inception performance for the particular share The Investment Category for each fund represents a group of funds, determined by Morningstar , that share similar portfolio characteristics and investment styles. The category averages shown were calculated by Morningstar and can be used by investors to compare the performance of their fund to the category as a The gross expense ratio represents the percentage of fund assets used to pay for operating expenses and management fees, including 12b-1 fees, administrative fees, and all other asset-based costs incurred by the fund, exceptbrokerage costs. Fund expenses are reflected in the fund's NAV and performance shown is net of performance statistics are calculated using net of fees return data, unless otherwise noted. Performance is annualized for periods greater than one year. Performance includes reinvestment of dividends and other income. Sources:FactSet, : Although the information herein has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness, or fairness.

3 Opinions and estimates may be changed or withdrawn without information contained in this report should under no circumstances be considered as investment advice or recommendations for the buying or selling of any security or commodity. Total returns are historical and included change inthe share value and reinvestment of dividends and capital gains, if any. Life of fund figures are reported as of the inception date to the period indicated. These figures do not include the effect of sales charges, if any. If sales chargeswere included, returns would have been lower. Past performance is no guarantee of future results. Share price, yield and return will vary and you may have a gain or loss when you sell your shares. No investment, including investmentsin a money market fund, is guaranteed by the FDIC or any other governmental agency or private entity. For more complete information, including charges and expenses, call the fund company or visit their website for a free currentprospectus.

4 Read it carefully before The adjusted expense ratio is , which excludes of interest expense which is not payable to the Total adjusted expense ratio is , which excludes of interest expense which is not payable to the 401(k) PlanInvestment Performance SummaryAS OF JUNE 30, 2021 TickerInvestment Category13 MonthsYTD1 Year3 Year5 Year10 YearSince Inception2 Gross Expense Ratio3 Target-Date FundsState Street Target Retirement Income Fund-Retirement Street Income Fund Custom Blended Target-Date 2010 Street Target Retirement 2020 Fund -Target-Date Street Target Retirement 2020 Custom Blended Target-Date 2020 Street Target Retirement 2025 Fund -Target-Date Street Target Retirement 2025 Custom Blended Target-Date 2025 Street Target Retirement 2030 Fund-Target-Date Street Target Retirement 2030 Custom Blended Target-Date 2030 Street Target Retirement 2035 Fund -Target-Date Street Target Retirement 2035 Custom Blended Target-Date 2035 Street Target Retirement 2040 Fund -Target-Date Street Target Retirement 2040 Custom Blended Target-Date 2040 Street Target Retirement 2045 Fund -Target-Date Street Target Retirement 2045 Custom Blended Target-Date 2045 Street Target Retirement 2050 Fund

5 -Target-Date Street Target Retirement 2050 Custom Blended Target-Date 2050 Street Target Retirement 2055 Fund -Target-Date Street Target Retirement 2055 Custom Blended Target-Date 2055 Street Target Retirement 2060 Fund -Target-Date Street Target Retirement 2060 Custom Blended Target-Date 2060 Street Target Retirement 2065 Fund-Target-Date Street Target Retirement 2065 Custom Blended Since inception reflects since inception performance for the particular share performance statistics are calculated using net of fees return data, unless otherwise noted. Performance is annualized for periods greater than one year. Performance includes reinvestment of dividends and other income. Sources:FactSet, : Although the information herein has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness, or fairness. Opinions and estimates may be changed or withdrawn without information contained in this report should under no circumstances be considered as investment advice or recommendations for the buying or selling of any security or commodity.

6 Total returns are historical and included change inthe share value and reinvestment of dividends and capital gains, if any. Life of fund figures are reported as of the inception date to the period indicated. These figures do not include the effect of sales charges, if any. If sales chargeswere included, returns would have been lower. Past performance is no guarantee of future results. Share price, yield and return will vary and you may have a gain or loss when you sell your shares. No investment, including investmentsin a money market fund, is guaranteed by the FDIC or any other governmental agency or private entity. For more complete information, including charges and expenses, call the fund company or visit their website for a free currentprospectus. Read it carefully before The Investment Category for each fund represents a group of funds, determined by Morningstar , that share similar portfolio characteristics and investment styles. The category averages shown were calculated by Morningstar and can be used by investors to compare the performance of their fund to the category as a The gross expense ratio represents the percentage of fund assets used to pay for operating expenses and management fees, including 12b-1 fees, administrative fees, and all other asset-based costs incurred by the fund, exceptbrokerage costs.

7 Fund expenses are reflected in the fund's NAV and performance shown is net of expenses.